Director-Gift Planning

Scripps College•Claremont, CA

22h•$130,000 - $140,000•Onsite

About The Position

The Director of Gift Planning is responsible for building a premier planned giving program by enlarging outreach and communication, and engaging the constituency on the power of gift planning.

Requirements

Strong interpersonal skills and the ability to work collegially and effectively with diverse groups of constituents (campus leaders, alumnae, parents, students, colleagues, and volunteers).
Strong listening, writing and oral communication skills, critical thinking, and marketing skills are required.
Ability to communicate highly technical information in a user-friendly fashion to college constituents, particularly alumnae.
Ability to manage multiple tasks and to plan, execute, and market a sustained gift-planning program.
Demonstrated understanding and interest in women’s philanthropy and liberal arts education.
Bachelor’s degree required or any combination of education and experience that provides the required knowledge, skills and abilities.
Five or more years of successful fundraising experience in planned giving or major gifts, or the equivalent leadership fundraising experience is preferred.
Significant experience in an educational institution is strongly preferred.
Ability to maintain good concentration level while dealing with interruptions; attention to details with emphasis on accuracy; capable of giving, receiving, and analyzing information, formulating work plans, and articulating goals and action plans.
Sitting in a normal seated position for extended periods of time.
Standing for extended periods of time.
Reaching and extending hand(s) or arm(s) in any direction.
Finger dexterity required to manipulate objects with fingers rather than the whole hand(s), or arm(s), for example, using a keyboard.
Communication skills using the spoken word.
Ability to see within normal parameters.
Ability to hear within normal parameters.
Ability to bend and stoop, for example, to file.
Ability to move about.
Ability to lift and carry short distances up to 20 lbs., for example to lift or move office supplies, files, books and packages.

Nice To Haves

Training in legal and/or financial planning or education is a plus.

Responsibilities

Direct a program that will educate donors, trustees, volunteers, and advancement colleagues about the benefits and advantages of planned giving.
Provide technical expertise to build and maximize planned giving opportunities within the Scripps College constituency.
Organize and implement financial planning and information seminars for alumnae events across the country and during reunion weekends.
Provide educational gift planning programs to parents, volunteers, and trustees at regional chats, receptions, and on-campus events.
Enhance, expand, and market a comprehensive gift-planning program geared towards securing leadership and planned gifts from alumnae, friends, faculty, parents/families trustees, and staff.
Implement a marketing and communications program plan that includes direct mail, print, and electronic media.
Collaborate with College leadership, fundraisers, and volunteers to devise solicitation strategies to secure support from alumnae, parents, and friends.
Assist colleagues and donors in finalizing planned gifts.
Identify, cultivate, educate, and solicit major prospects for gift planning.
Collaborate with Development Officers and Engagement officers to develop solicitation strategies that involve planned giving.
Partner with marketing and communications to market planned giving opportunities, e.g. by leveraging reunion year celebrations.
Provide trainings and orientations for use of planned giving vehicles and using planned giving to create blended gifts.
Prepare planned giving proposals for donors and their advisors.
Collaborate with donors’ financial and legal advisers as necessary to close planned gifts.
Enhance and expand membership in The Elm Tree Society, which consists of donors who have made a planned gift or pledge.
Develop annual cultivation and stewardship plans for the donors.
Provide leadership to the College by staying current on gift planning trends, techniques, and opportunities, as well as information in the income tax, retirement, investment, and philanthropic fields.
Provide technical training and assistance to development staff as necessary.
Maintain current knowledge of tax law changes in order to maximize giving.
Manage a portfolio of 150-250 prospects.
Develop engagement, solicitation, and stewardship plans for all the prospects.
Responsible for a national portfolio and conducting 120 visits annually.
Log important outreach and contact information using database to record contacts and log call report.
Work closely with Development officers in soliciting planned gift and collaborating with ERIA team members to develop goals and objectives that will help realize the College’s overall fundraising goals.
Active support for the College’s Principles of Community and Institutional Values in the performance of job duties.
Provide direct supervision to the Gift Planning Coordinator and a campaign temporary gift planning officer.